Customize reports and create custom summary reports in QuickBooks Online Accountant

Learn how to customize reports for your firm and clients in QuickBooks Online Accountant.

Create custom reports for your firm, customize your layout, add rows or columns, or filter for specific data depending on your needs.
Note: You can customize QuickBooks Online Payroll reports to Excel, but you can't group them.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Here's how to customize reports for your accounting team in QuickBooks Online Accountant.

Tip: You can also go to your client's company to customize their reports.

Customize a report for your firm

Modify existing reports to get started.

1. Go to Reports.
2. In the Find report by name ▼ dropdown, enter the name of a report or select one from the list.

Here's an overview of what you can customize:

• Display: Select whether customer, date, product/service, or vendor appears on the report.
• Compare: Select the time period and how you want to compare the difference.
• Filter: Select which customers, distribution accounts, vendors, and products appear on the report.
• General options: Change things like the number format, non-zero or active values, and header/footer format.

After you customize the report, select Refresh report.

Create a custom summary report for your firm

Create a brand new report from scratch with no data. You can only create this report for your firm, not your clients.

1. Go to  Reports.
2. In the Find report by name ▼ dropdown, enter “Custom Summary Report” or search and select it from the list.
3. Select Customize.

In the customization window, you can customize the reporting period, accounting method, and much more.

• Set the format and accounting method in the General section.
• Add or remove rows and columns in the Row/Columns section.
• Add or remove data points in the Filter section.

Select Run report after you customize the report.

Manage and share custom reports

Manage your firm's reports so you can share them with the right audience.